Investment Associate
Investment Associate
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Day-to-Day Responsibilities
- Trading and portfolio rebalancing
- Managing and maintaining portfolio management software systems
- Preparing reports for weekly Asset Management Committee meetings
- Preparing materials and presentations for clients and prospective clients
- Creating and/or enhancing existing reporting capabilities
- Compliance and regulatory administrative assistance
- Assist CIO and Portfolio Managers with ad hoc projects
What We Are Looking For
- Minimum 12 years of experience in investment management wealth management or financial services
- Exceptional analytical and written/verbal communication skills
- Advanced proficiency in Microsoft Office especially Excel
- Tech-savvy mindset with the ability to learn new tools quickly
- A collaborative spirit and strong organizational and attention to detail skills
- A proactive energetic approach with a strong sense of accountability
- Comfort working in a dynamic entrepreneurial environment
Nice-to-Have Requirements
- Experience with portfolio management or trading platforms
- Familiarity with compliance and regulatory standards in financial services
Required Experience:
IC
Employment Type
Full-Time
